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iShares Morningstar US Equity ETF
ILCB

Overview Fund Activity

124 hedge funds and large institutions have $281M invested in iShares Morningstar US Equity ETF in 2020 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+11
Holders Change %
+9.73%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
29
Reduced
37
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$8.87M
2
BWM
Benchmark Wealth Management
Connecticut
+$5.38M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.03M
4
JWCA
J.W. Cole Advisors
Florida
+$2.12M
5
KAS
Kestra Advisory Services
Texas
+$1.42M

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$24M
2
MML Investors Services
MML Investors Services
Massachusetts
-$6.99M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.76M
4
IAN
Integrated Advisors Network
Texas
-$4.43M
5
EH
Equitable Holdings
New York
-$2.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
101
BlackRock
New York
$80K +$6.52K +120 +9%
BWM
102
BerganKDV Wealth Management
Minnesota
$66K – – –
LWM
103
Liberty Wealth Management
California
$59K – – –
TFGT
104
TS Financial Group (TSFG)
Illinois
$57K – – –
APA
105
American Portfolios Advisors
New York
$54.9K +$47.7K +880 +667%
SPIA
106
Steward Partners Investment Advisory
New York
$37K – – –
CCM
107
Covington Capital Management
California
$33K – – –
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$32K +$216 +4 +0.7%
AIC
109
Archer Investment Corporation
Indiana
$26.9K – – –
CQS
110
Credential Qtrade Securities
$25.9K +$25.9K +480 New
IA
111
Inspire Advisors
Idaho
$24K +$24K +452 New
FBT
112
First Bank & Trust
South Dakota
$22K – – –
CWA
113
Core Wealth Advisors
Florida
$17K – – –
PFGIA
114
Patriot Financial Group Insurance Agency
Massachusetts
$16K – – –
CMA
115
Cedar Mountain Advisors
Oregon
$16K – – –
FP
116
Financial Perspectives
Minnesota
$13.9K – – –
BC
117
Bartlett & Co
Ohio
$10K – – –
IAIM
118
International Assets Investment Management
Florida
$10K +$10K +188 New
BCWM
119
Bartlett & Co Wealth Management
Ohio
$9.76K – – –
AA
120
Ancora Advisors
Ohio
$7K – – –
ASN
121
Advisory Services Network
Georgia
$3K – – –
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
PP
123
PrairieView Partners
Minnesota
$2K – – –
WOSD
124
WFA of San Diego
California
$216 +$216 +1,472 New
M&T Bank
125
M&T Bank
New York
– -$585K -12,000 Closed
2 3 4
5
6